Collective Family Office, LLC

Collective Family Office, LLC (CRD# 301274) is a financial advisory firm headquartered in York, PA. They manage $314,407,149 in 317 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
235 St. Charles Way, Suite 200, York, PA 17402
https://www.linkedin.com/company/collective-family-office
By the Numbers
  • Total Assets Under Management
    314
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $991,821
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Collective Family Office, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian Luster, financial advisor York PA
Brian D. Luster
CRD#: 5065637
235 St. Charles Way, Suite 200, York, PA 17402

Brian Luster (CRD# 5065637) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 13 years of experience in the finance industry.

2
David Sivel, financial advisor York PA
David S. Sivel
CRD#: 2632323
235 St. Charles Way, Suite 200, York, PA 17402

David Sivel (CRD# 2632323) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 21 years of experience in the finance industry. David Sivel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Trevor Hoffman, financial advisor York PA
Trevor N. Hoffman
CRD#: 7085552
235 St. Charles Way, Suite 200, York, PA 17402

Trevor Hoffman (CRD# 7085552) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has 1 year of experience in the finance industry.

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